Shaker Financial Services, LLC
Position in FTF — Franklin Ltd Duration Income Trust
CIK 1511794
Arlington, VA
Position in FTF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,675,340
-$368,965 QoQ
Shares Held
458,892
-7.3% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 99.58094715096362.ToString("F0")%
Shared 0.ToString("F0")%
None 0.4190528490363746.ToString("F0")%
Common Shares in FTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Shaker Financial Services, LLC holds $279,636,077 across 140 Asset Management names. FTF ranks #36 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
612,583 | $10,487,420 | |
| 2 | JCE |
Nuveen Core Equity Alpha Fund
|
615,664 | $9,099,513 | |
| 3 | ASG |
Liberty All Star Growth Fund Inc.
|
1,833,807 | $8,710,583 | |
| 4 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
398,083 | $8,009,429 | |
| 5 | FFA |
First Trust Enhanced Equity Income Fund
|
334,855 | $6,831,042 | |
| 6 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
468,608 | $6,757,327 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
407,322 | $6,545,664 | |
| 8 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
275,672 | $5,640,249 |
All Filings in FTF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,675,340 | 458,892 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,044,305 | 495,009 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,416,811 | 693,377 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,315,222 | 672,153 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,544,421 | 548,672 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,929,617 | 441,873 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,633,742 | 394,864 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,234,756 | 510,214 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,252,769 | 518,783 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,585,602 | 254,920 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,818,888 | 298,668 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,458,354 | 397,792 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,592,058 | 419,427 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $917,036 | 147,671 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $673,131 | 108,921 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $277,160 | 41,000 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $124,312 | 16,400 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $707,792 | 77,865 | Shares | Sole | 2022-02-07 | |
| 2020-12-31 | $622,294 | 66,061 | Shares | Sole | 2021-02-03 | |
| 2020-03-31 | $559,814 | 71,314 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||